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JULY Offers a Cost-effective and Efficient Staffing Solution for TPAs   


We understand looming deadlines and seasonal demands that TPAs face every year. Since 2008, we have been privileged to leverage our wholly-owned overseas back-office to support and strengthen every department within our organization.


We now offer this back-office solution to select TPA partners across the country! Some of the many functions that our overseas team handles daily include:

  • Census Scrubbing and Eligibility Calculation
  • Illustration and Contribution Allocation
  • Trust Accounting and Statement Reconciliation
  • Vesting, Distribution and Loan Processing
  • Compliance Testing and Preparing Year-end Report Packages
  • Preparing Government Forms

Much like JULY, our TPA partners have a unique opportunity to:

  • Lower Cost to Increase Profitability
  • Improve Scalability
  • Enhance Client Service
  • Improve Turn-around Time
  • Free up Key Employees to Sell and Serve
  • Improve Workplace Satisfaction

To explore this option for your firm, please visit our Business Process Outsourcing (BPO) microsite or contact Adam Barker at 310.844.3128.